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Kestra Advisory Services, LLC: JPIB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on JPIB, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 579,744 JPIB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 579,744 shares
    Change vs previous 13F -89,251 shares

    0.08% of the 13F portfolio, value $28,030,609.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 45,734 shares
    • Kestra Investment Management, LLC: 534,010 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 668,995 shares
    Change vs previous 13F +660,403 shares

    0.1% of the 13F portfolio, value $31,991,364.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Kestra Advisory Services, LLC: 5,369 shares
    • Kestra Investment Management, LLC: 663,626 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,592 shares
    Change vs previous 13F +1,043 shares

    <0.01% of the 13F portfolio, value $418,408.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $370,134.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).